The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Feb. 19, 2019

Filed:

Jun. 23, 2015
Applicant:

Square, Inc., San Francisco, CA (US);

Inventors:

Wesley Kim, San Francisco, CA (US);

Jonathan Andrew Wolter, San Francisco, CA (US);

Victor Tsou, Oakland, CA (US);

Assignee:

Square, Inc., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 30/06 (2012.01); G06Q 40/00 (2012.01); G06Q 20/20 (2012.01); G06Q 20/40 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/00 (2013.01); G06Q 20/20 (2013.01); G06Q 20/40 (2013.01);
Abstract

This disclosure describes, in part, techniques for collecting customer information of users at a centralized location and utilizing the information in an intelligent manner to assist customers in improving spending habits and in meeting budgetary goals. In some instances, the centralized location is a payment service that functions to both authorize payment instruments of users for costs of transactions conducted at the merchant, and to collect, generate and propagate budgetary profiles, to make budgetary suggestions and perform budgetary operations with regard to interactions of the merchants and the users.


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